Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.567 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47874.58 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46479.61 Kr¶
PnL: ---------------------------------------> -408.96 Kr¶
DD now: ---------------------------------> -1.553 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 09:28:44.639656'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 1.130000 | 2821.000000 | 185.000000 | 7.020000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 3100.000000 | 173.000000 | 5.910000 | 2927.000000 |
| Beijer Electronics Group | 26 | -0.170000 | 3088.800000 | 117.800000 | 3.960000 | 2971.000006 |
| SAAB B | 8 | 0.890000 | 3437.600000 | 60.600000 | 1.790000 | 3377.000000 |
| Corem Property Group B | 59 | 0.190000 | 623.630000 | 46.630000 | 8.080000 | 576.999999 |
| Boozt | 12 | 0.140000 | 1699.200000 | 45.200000 | 2.730000 | 1653.999996 |
| AcadeMedia | 12 | -0.890000 | 601.800000 | 44.800000 | 8.040000 | 557.000004 |
| MedCap | 2 | 0.220000 | 457.000000 | 36.000000 | 8.550000 | 421.000000 |
| Resurs Holding | 22 | -0.070000 | 608.960000 | 34.960000 | 6.090000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.360000 | 389.500000 | 34.500000 | 9.720000 | 355.000000 |
| HMS Networks | 2 | -0.840000 | 704.800000 | 31.800000 | 4.730000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.870000 | 3484.640000 | 30.640000 | 0.890000 | 3453.999992 |
| Intrum | 4 | 0.040000 | 545.600000 | 18.600000 | 3.530000 | 527.000000 |
| Securitas B | 6 | -0.290000 | 586.920000 | 16.920000 | 2.970000 | 570.000000 |
| Swedbank A | 3 | -0.100000 | 580.500000 | 16.500000 | 2.930000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| OEM International B | 7 | 0.000000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.150000 | 541.200000 | 9.200000 | 1.730000 | 532.000000 |
| Karnov Group | 9 | -0.330000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.190000 | 249.840000 | 3.840000 | 1.560000 | 246.000000 |
| Handelsbanken A | 5 | 0.050000 | 548.000000 | 2.000000 | 0.370000 | 546.000000 |
| Norva24 Group | 16 | -3.790000 | 544.960000 | 1.960000 | 0.360000 | 543.000000 |
| Creaspac SPAC | 6 | 0.000000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| CTEK | 13 | 2.640000 | 531.050000 | -2.950000 | -0.550000 | 533.999999 |
| Midsona B | 63 | -0.770000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| Essity B | 2 | -0.140000 | 559.800000 | -14.200000 | -2.470000 | 574.000000 |
| Essity A | 4 | -0.710000 | 1122.000000 | -27.000000 | -2.350000 | 1149.000000 |
| International Petroleum Corp. | 5 | -0.270000 | 556.500000 | -38.070000 | -6.400000 | 594.565215 |
| Vivesto | 1368 | 2.250000 | 559.510000 | -53.490000 | -8.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.290000 | 3759.000000 | -91.000000 | -2.360000 | 3850.000000 |
| Axfood | 13 | 0.800000 | 3611.400000 | -144.600000 | -3.850000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.960000 | 3647.000000 | -164.000000 | -4.300000 | 3810.999990 |
| OX2 | 18 | -0.750000 | 1437.300000 | -226.700000 | -13.620000 | 1663.999992 |
| Ovzon | 52 | -2.540000 | 2792.400000 | -569.600000 | -16.940000 | 3361.999992 |
| TOTAL | 46494.130000 | -394.440000 | -1.52332% | 46888.564618 |
Updated:¶
'2023-01-25 09:28:17.853569'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
